TIOCX Mutual Fund

TIOCX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
-2.57%
3 Months
-3.46%
6 Months
-2.81%
YTD
-2.86%
1 Year
-2.95%
3 Years (annualized)
+2.80%
5 Years (annualized)
-0.32%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
-2.86%
Peer Avg (YTD)
+0.50%
vs Peers
-3.36%

TIOCX Mutual Fund Performance

TIOCX performance across multiple time periods: 1-month -2.57%, YTD -2.86%, 1-year -2.95%, 3-year 2.80%, 5-year -0.32%, 10-year 1.38%.

TIOCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

TIOCX vs another fund shows side-by-side returns. TIOCX alternatives are available in the Mutual Fund Screener.